POTENTIAL BENEFITS OF MOVING TO ADVISORY

Discover the benefits LPL advisor, Michael Shanahan, found in making the move to advisory.

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Making a move to advisory may help clients feel more confident. It can also help result in a more scalable and efficient practice. Or can provide fewer conflicts from a regulatory perspective.


Download our case study to discover how LPL Advisor, Mike Shanahan (Managing Partner, Overland and Shanahan Wealth Advisors) choice to move to an advisory platform has paid off in many ways.

Being stuck in a brokerage or commission-type structure really limited what we could do.

Keep in mind, Advisors should only recommend an advisory account if it is suitable for the client. Advisory accounts may not be appropriate for every client. Advisors need to understand that advisory relationships involve a higher standard of care than brokerage and typically require an ongoing duty to provide advice and monitoring.

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